How to Successfully Migrate Documents and Collaboration Processes to Office 365

Published: 14 December 2018 ID: G00354230


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Successfully moving an organization’s documents and collaboration processes to Microsoft Office 365 is not a ‘lift and shift’ from on-premises content services platforms and file shares. Technical professionals must identify use cases and map transformations to the correct Office 365 services.

Table of Contents

  • Problem Statement
  • The Gartner Approach
  • The Guidance Framework
    • Prework
      • Assess Today’s Collaboration Environment
      • Understand How SharePoint Online Differs From SharePoint Server
      • Microsoft Teams and Office 365 Groups
      • Define the Future State and Create High-Level Mappings
    • Step 1: Choose Your Tools or Your Partner
      • Evaluate Migration Tools
      • Select Migration Tools
      • Migrate Workflow and Customizations
      • Choose a Migration Partner
    • Step 2: Analyze and Plan
      • Analyze
      • Cleanup
      • Plan
      • Configure the Target
    • Step 3: Carry Out a Pilot
      • Select Candidates for Pilot Migrations
      • Mitigate Throttling and Improve Migration Speed
    • Step 4: Migrate
      • Order the Migration
      • Follow a Repeatable Migration Process
      • Finish the Migration
    • Follow-Up
  • Risks and Pitfalls
  • Gartner Recommended Reading
© 2018 Gartner, Inc. and/or its Affiliates. All Rights Reserved. Reproduction and distribution of this publication in any form without prior written permission is forbidden. The information contained herein has been obtained from sources believed to be reliable. Gartner disclaims all warranties as to the accuracy, completeness or adequacy of such information. Although Gartners research may discuss legal issues related to the information technology business, Gartner does not provide legal advice or services and its research should not be construed or used as such. Gartner shall have no liability for errors, omissions or inadequacies in the information contained herein or for interpretations thereof. The opinions expressed herein are subject to change without notice.

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